$APLD $IREN $CRWV $NBIS $HUT | Applied Digital secures a massive $7.5 Billion, 15 year lease at its Delta Forge 1 AI Factory.

With total contracted revenue now over $23 Billion and 300MW of IT load committed, the company is a cornerstone of the AI infrastructure supercycle.

Scotiabank raises NextEra Energy $NEE price target to $110, reiterating Sector Outperform.

Driven by a massive Q1 beat and surging hyperscaler demand for nuclear and renewables, the firm remains the premier play for the AI power supercycle.

$NEE/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$OKLO $SMR $UEC $NEE $LEU | Gallup confirms U.S. support for nuclear energy has hit a record high of 46%.

As the only energy source to see growth since 2021, nuclear is emerging as the bipartisan solution for the AI and data center power boom.

$TLRY $CRON $ACB $CGC | The Trump admin officially reclassifies marijuana as a Schedule III substance.

By removing the 280E tax barrier, operators can finally deduct expenses, supercharging cash flow.

“Are you concerned about insider trading on these prediction markets re: the war?”

TRUMP: “The world is a casino. It is what it is.” 🤷🏼

And there you have it, folks!

$SKLZ may have just found support 👀

After the -30% flush, price is now stabilizing around a key level.

→ Selling pressure cooling
→ Buyers starting to step in
→ Volume still active

This is where things get interesting…

If this level holds → bounce potential is real
If it breaks → more downside opens

I’m watching for confirmation, not guessing.

$UUUU $LEU $CCJ $OKLO $UEC | The DOE just launched "Nuclear Dominance: 3 by 33," a Manhattan Project style push to secure U.S. nuclear fuel by 2033.

With a 90 company consortium and 60 day sprints, the U.S. is moving to dominate the AI power race.

📁 Sundar Pichai, CEO of Google, says the shift is no longer using AI.

It is delegating.

75% of code is already written by AI.

Engineers now orchestrate agents.

Big Tech is replacing part of its hiring engine with GPUs.

Firms now see many office tasks as software problems, where a model plus chips can handle drafting, coding, support, search, and internal analysis with fewer people in the loop.

That pushes demand away from broad entry-level and general IT roles and toward narrower jobs tied to model building, deployment, data systems, and revenue-critical work.

The startup version is even sharper, because investors now reward small teams that reach $ 50M in revenue with 10 employees instead of the older software model that needed far larger staffs.

Google, already a close Anthropic partner, is set to invest as much as $40B in additional funding.

That includes $10B at Anthropic’s current $350B valuation, with up to $30B more on the table if the company reaches certain performance milestones.

High-Momentum Leaders: 30 Stocks Showing Expanding Relative Strength (>5% ADR)

$CORZ – Software Infrastructure
$POET – Semiconductors
$ARM – Semiconductors
$CRDO – Semiconductors
$SMTC – Semiconductors
$RMBS – Semiconductors
$GFS – Semiconductors
$ALAB – Semiconductors
$MRVL – Semiconductors
$NVTS – Semiconductors
$MU – Semiconductors
$INTC – Semiconductors
$AEHR – Semiconductor Equipment
$COHR – Scientific Instruments
$CRML – Metals & Mining
$USAR – Metals & Mining
$KEEL – IT Services
$APLD – IT Services
$TTMI – Electronic Components
$BE – Electrical Equipment
$PLUG – Electrical Equipment
$OGN – Drug Manufacturers
$WDC – Computer Hardware
$SNDK – Computer Hardware
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$HUT – Capital Markets
$RIOT – Capital Markets
$CLSK – Capital Markets
$IREN – Capital Markets

Curated list for systematic trading and quant finance

github.com/wangzhe3224/awesome-systematic-trading

Top 100 24h Gainers 🚀

ALGO      $0.1148    +5.51% 
INJ        $3.60        +5.33% 
IMX        $0.1833    +4.15% 
DEXE      $13.56      +3.92% 
VVV        $8.92        +3.82% 

Top 100 24h Losers 🔻

TRUMP    $2.55        -13.85%
EDGE      $1.28        -11.50%
ASTER    $0.6420    -3.97% 
NIGHT    $0.0360    -3.40% 
XDC        $0.0298    -3.00%

⚠️BIG EARNINGS WEEK AHEAD 👀👀

• Monday: $VZ $DPZ
• Tuesday: $HOOD $V $UPS $KO $SBUX $GM
• Wednesday: $MSFT $GOOGL $META $AMZN $QCOM
• Thursday: $AAPL $SNDK $LLY $CAT $RDDT
• Friday: $XOM $CVX

Building a Semiconductor Watchlist: 20 Names to Watch

$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment
$AXTI — Compound semiconductor substrates (GaAs, InP)
$NVTS — GaN/SiC power chips, AI data center play
$POET — Optical semiconductors, photonics
$INDI — Automotive/ADAS chips
$VLN — Automotive connectivity
$HIMX — Display drivers, IoT
$VECO — Semiconductor equipment
$SKYT — US-based foundry, govt contracts
$PLAB — Photomasks for chipmakers
$SQNS — 5G/IoT chips
$GCTS — 5G connectivity
$MX — Power & display chips (Korea)
$ICG — ASIC crypto/AI chips
$ACLS — Ion implant equipment
$TTM — PCB/semiconductor packaging
$VSH — Passive components, discrete semis

🇺🇸 Major macro US data for this week:

🚨 THIS WEEK BIG WEEK

- Monday:
🔹 Dallas Fed Manufacturing Index

- Tuesday:
🔹 ADP Employment Change Weekly
🔹 S&P/Case–Shiller Home Price
🔹 CB Consumer Confidence
🔹 Money Supply

- Wednesday:
🔹 Building Permits Prel FEB/MAR
🔹 Durable Goods Orders
🔹 Housing Starts FEB/MAR
🚨 Fed Interest Rate Decision
📢 Fed Press Conference

- Thursday:
🚨 PCE
🚨 GDP Growth Rate QoQ Adv Q1
🔹 Personal Income/Spending
🔹 Jobless Claims
🔹 Fed Balance Sheet

- Friday:
🔹 S&P Global Manufacturing PMI Final
🔹 ISM Manufacturing PMI

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt